1834 INVESTMENT ADVISORS CO VCSH VANGUARD SCOTTSDALE FDS

Ownership history in 1834 INVESTMENT ADVISORS CO  ·  19 quarters on record

AI Ownership Summary

1834 INVESTMENT ADVISORS CO reported VANGUARD SCOTTSDALE FDS (VCSH) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.27% in 2026 Q1. The latest visible filing shows VCSH at 4.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1834 INVESTMENT ADVISORS CO's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VCSH was reported at 4.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1834 INVESTMENT ADVISORS CO held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 432,018 +24,246 +5.9% 4.27% $34.2M 2026-05-14 $78.39
2025 Q4 ADDED 407,772 +16,912 +4.3% 4.08% $32.5M 2026-01-29 $78.25
2025 Q3 ADDED 390,860 +9,257 +2.4% 3.83% $31.2M 2025-10-31 $77.30
2025 Q2 REDUCED 381,603 -18,512 -4.6% 3.84% $30.3M 2025-07-16 $75.68
2025 Q1 ADDED 400,115 +17,026 +4.4% 4.07% $31.6M 2025-05-09 $74.66
2024 Q4 REDUCED 383,089 -8,693 -2.2% 3.78% $29.9M 2025-01-21 $73.24
2024 Q3 ADDED 391,782 +17,928 +4.8% 3.62% $31.1M 2024-10-30 $72.69
2024 Q2 REDUCED 373,854 -10,318 -2.7% 3.48% $28.9M 2024-07-26 $71.51
2024 Q1 ADDED 384,172 +11,557 +3.1% 3.53% $29.7M 2024-05-01 $69.68
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 1834 INVESTMENT ADVISORS CO and VCSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1834 INVESTMENT ADVISORS CO reported owning VCSH?

1834 INVESTMENT ADVISORS CO reported VCSH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VCSH position in 1834 INVESTMENT ADVISORS CO's portfolio?

The largest reported portfolio weight for VCSH was 4.27% in 2026 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2026 Q1, when 1834 INVESTMENT ADVISORS CO reported 432,018 shares, equal to 4.27% of portfolio, with an estimated market value of $34.2M.

What does the chart on this VCSH ownership page compare?

The chart compares 1834 INVESTMENT ADVISORS CO's quarterly VCSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1834 INVESTMENT ADVISORS CO time their VCSH position?

Based on 13F filing dates vs. subsequent VCSH price moves, 1834 INVESTMENT ADVISORS CO correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on VCSH relative to SPY over the holding period was -11.9%.

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